We're a Baker Tilly network member
About Baker Tilly
Back to top

Levi Holdsworth

Levi Holdsworth is a Principal in the Private Business and Family Advisory division, specialising in working with middle market clients with a distinctly personal approach. With over 15 years’ experience, he advises privately owned businesses, high-net-worth individuals and family offices across industries including property, hospitality, investment, and entrepreneurial start-ups.  Bringing a grounded, commercial perspective shaped […]

Why vendor resilience is now a board-level issue

Key points SLA protections are largely cosmetic – when a cloud platform fails at scale, contractual remedies fall far short of actual business losses Regulators are already acting: APRA’s material service provider register requirement signals that concentrated cloud dependency is now a systemic governance concern Most organisations have disaster recovery plans for risks that no […]

Martin Koval

As a Client Director in the Digital and Data Solutions team, Martin advises middle market businesses and not-for-profit organisations on how to maximise the value of their technology investments. He specialises in technology strategy, process optimisation, software and vendor selection, and guiding organisations through complex system implementations and integrations.   With more than 20 years’ experience in business technology, Martin combines deep technical […]

Transforming healthcare with digital solutions

Key points The healthcare industry has seen significant technological advancements to support patient care  Outdated legacy systems can impact service delivery, data quality and overall efficiency   Leveraging connectable systems and optimising data management can help organisations optimise healthcare delivery   The healthcare industry has seen remarkable advancements in recent years, from the rise of telemedicine and […]

Protecting your data – cyber security tips for NFPs

Key points: Understanding and adapting to current trends in cyber security is crucial for protecting sensitive donor data and mitigating reputational risk The importance of data privacy and compliance is growing with the reforms to the Australian Privacy Act 1988. Cyber security should be integrated into the overall governance framework of your organisation. As Not-For-Profit […]

Navigating year-end tax planning for managed funds: Top tips

As we near the end of the financial year, responsible entities, trustees and fund managers must prioritise tax compliance and investor reporting. Failing to address key issues could lead to unexpected tax liabilities for trustees or significant taxable income for members without sufficient cash distributions. 1. Setting a timetable  Where your fund has made distributions […]

How will Generative AI impact mid-market businesses?

With generative AI tools taking the world by storm businesses are set to reap many efficiency benefits. It is unlikely to completely replace roles, but streamline processes with quality control of outputs. Data security and trust are the biggest challenges and a comprehensive management plan is key

Thank you for you interest

How can we help you?

Business or personal advice

By submitting this form you agree to our privacy policy

General information

By submitting this form you agree to our privacy policy

Career information

By submitting this form you agree to our privacy policy

Media enquiries
Contact expert
Become a member
Specialist query
Please provide as much detail to ensure appropriate allocation of your query
Please highlight a realistic time frame that will enable us to provide advice within a suitable and timely manner. Please note given conflicting demands with our senior personnel, we will endeavour to respond to you within the nominated time frame. If you require an urgent response, please contact us on 03 8610 5477.
Responses to queries submitted via this form (“Response”) are produced by Pitcher Partners Advisors Proprietary Limited and are prepared for the exclusive use and benefit of those who are invited, and agree, to participate in the CRITICAL POINT NETWORK service. Responses provided, or any part thereof, must not be distributed, copied, used, or relied on by any other person, without our prior written consent. Any information provided is intended to be of a general nature and prepared without taking into account your objectives, circumstances, financial situation or particular needs. Any information provided does not constitute personal advice. If you act on anything contained in a Response without seeking personal advice you do so at your own risk. In providing this information, we are not purporting to act as solicitors or provide legal advice. Any information provided by us is prepared in the ordinary course of our profession and is based on the relevant law and its interpretations by relevant authorities as it stands at the time the information is provided. Any changes or modifications to the law and/or its interpretation after this time could affect the information we provide. It is not possible to guarantee that the tax authorities will not challenge a transaction or to guarantee the outcome of such a challenge if one is raised on the basis of the information we provide. To the maximum extent permitted by law, Pitcher Partners will not be liable for any loss, damage, liability or claim whatsoever suffered or incurred by any person arising directly or indirectly out of the use or reliance on the information contained within a Response. We recommend you seek a formal engagement of our professional services to consider the appropriateness of the information in a Response having regard to your objectives, circumstances, financial situation or needs before proceeding with any financial decisions. Pitcher Partners is an association of independent firms. Pitcher Partners is a member of the global network of Baker Tilly International Limited, the members of which are separate and independent legal entities. Liability limited by a scheme approved under professional standards legislation.
CPN Enquiry
Business Radar 2026
Dealmakers 2026
Federal Budget 2026–27
Search by industry